Robertson Stephens Wealth Management’s AstraZeneca AZN Stock Holding History

Robertson Stephens Wealth Management’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,470	Closed	-$385K	–	567
2024 Q3	$385K	Buy	+2,470	New	+$399K	0.01%	473
2023 Q4	–	Sell	-4,062	Closed	-$550K	–	448
2023 Q3	$550K	Buy	4,062 +150	+4%	+$20.5K	0.04%	289
2023 Q2	$560K	Hold	3,912	–	–	0.04%	264
2023 Q1	$543K	Hold	3,912	–	–	0.04%	278
2022 Q4	$530K	Hold	3,912	–	–	0.05%	255
2022 Q3	$429K	Sell	3,912 -565	-13%	-$71.7K	0.04%	236
2022 Q2	$591K	Buy	+4,477	New	+$587K	0.06%	222
2021 Q3	–	Sell	-2,925	Closed	-$350K	–	314
2021 Q2	$350K	Buy	2,925 +675	+30%	+$74.1K	0.04%	244
2021 Q1	$223K	Hold	2,250	–	–	0.04%	273
2020 Q4	$224K	Hold	2,250	–	–	0.05%	224
2020 Q3	$246K	Sell	2,250 -348	-13%	-$38.7K	0.06%	197
2020 Q2	$274K	Hold	2,598	–	–	0.08%	150
2020 Q1	$232K	Buy	+2,598	New	+$245K	0.08%	158

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Robertson Stephens Wealth Management's AZN Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of AstraZeneca (AZN) in Q4 2024, closing a stake of 2,470 shares — an estimated $385K sold.

Robertson Stephens Wealth Management first reported a position in AZN in Q1 2020 and held it in 13 quarters. The position peaked at $591K in Q2 2022. 1,219 funds tracked by Wall St. Rank hold AZN as of Q4 2024.

Robertson Stephens Wealth Management reported no remaining AstraZeneca position as of Q4 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 2,470 AstraZeneca shares in Q4 2024, an estimated $385K.
Robertson Stephens Wealth Management first reported a position in AstraZeneca in Q1 2020 and held it in 13 quarters.
Robertson Stephens Wealth Management's AstraZeneca position peaked at $591K in Q2 2022.
1,219 funds tracked by Wall St. Rank held AstraZeneca as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.